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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,254 | $87,546+29.4% | $75,784+49.4% | $125,389-9.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.88% | 13.49%-12.6pp | 9.68%-8.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $6,021 | $3,930+53.2% | $3,323+81.2% | $4,866+23.7% |
| Participant deferral / active EE | $7,072 | $4,230+67.2% | $3,652+93.7% | $5,352+32.1% |
| Admin fee / account holder | $133 | $6,503-98.0% | $5,300-97.5% | $9,541-98.6% |